TEMA2 UHZFO Ws007 Student Exercises

Getting Started with SOA (Course code WS007 / VS007)

Student ExercisesERC 1.1

WebSphere Education

V4.1

cover

�� Front cover

Student Exercises

November 2007 edition

The information contained in this document has not been submitted to any formal IBM test and is distributed on an “as is” basis withoutany warranty either express or implied. The use of this information or the implementation of any of these techniques is a customerresponsibility and depends on the customer’s ability to evaluate and integrate them into the customer’s operational environment. Whileeach item may have been reviewed by IBM for accuracy in a specific situation, there is no guarantee that the same or similar results willresult elsewhere. Customers attempting to adapt these techniques to their own environments do so at their own risk.

© Copyright International Business Machines Corporation 2005, 2007. All rights reserved.This document may not be reproduced in whole or in part without the prior written permission of IBM.Note to U.S. Government Users — Documentation related to restricted rights — Use, duplication or disclosure is subject to restrictionsset forth in GSA ADP Schedule Contract with IBM Corp.

Trademarks

IBM® is a registered trademark of International Business Machines Corporation.

The following are trademarks of International Business Machines Corporation in the United States, or other countries, or both:

Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.

Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.

Other company, product, or service names may be trademarks or service marks of others.

CICS® DataStage® DB2®IMS™ Lotus® OMEGAMON®Rational® Rational Unified Process® Redbooks™RequisitePro® RUP® Sametime®Tivoli® Tivoli Enterprise™ Tivoli Enterprise Console®WebSphere® z/OS® zSeries®

Student ExercisesV4.1

TOC

Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

© Copyright IBM Corp. 2005, 2007 Contents iii

Contents

Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Exercises description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Exercise 1. Introduction to the JK Enterprises case study . . . . . . . . . . . . . . . . . . . 1-1

Exercise 2. Identify and apply SOA scenarios to the JK Enterprises case study . 2-12.1. Where are you in the process? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-42.2. Apply your knowledge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7

Appendix A. JK Enterprises case study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1

Student Exercises


iv Getting Started with SOA © Copyright IBM Corp. 2005, 2007

Student Exercises


© Copyright IBM Corp. 2005, 2007 Trademarks v

V4.1

TMK Trademarks

The reader should recognize that the following terms, which appear in the content of this training document, are official trademarks of IBM or other companies:

IBM® is a registered trademark of International Business Machines Corporation.

The following are trademarks of International Business Machines Corporation in the United States, or other countries, or both:

Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.

Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.

Other company, product, or service names may be trademarks or service marks of others.

CICS® DataStage® DB2®IMS™ Lotus® OMEGAMON®Rational® Rational Unified Process® Redbooks™RequisitePro® RUP® Sametime®Tivoli® Tivoli Enterprise™ Tivoli Enterprise Console®WebSphere® z/OS® zSeries®

Student Exercises


vi Getting Started with SOA © Copyright IBM Corp. 2005, 2007

Student Exercises


© Copyright IBM Corp. 2005, 2007 Exercises description vii

V4.1

pref Exercises description

This course includes the following exercises:

• Introduction to the JK Enterprises case study

• Identify and apply SOA scenarios to the JK Enterprises case study

In the exercise instructions you will see each step prefixed by a line. You may wish to check off each step as you complete it to keep track of your progress.

Most exercises include required sections which should always be completed. These may be required before performing later exercises.

Student Exercises


viii Getting Started with SOA © Copyright IBM Corp. 2005, 2007

Student Exercises


© Copyright IBM Corp. 2005, 2007 Exercise 1. Introduction to the JK Enterprises case study 1-1

V4.1

EXempty Exercise 1. Introduction to the JK Enterprises case study

What this exercise is about

The purpose of this exercise is to introduce you to the JK Enterprises case study and the challenges faced by this organization.

What you should be able to do

At the end of the exercise, you should be able to:

• Describe some of the business challenges faced by JK Enterprises

• List some of the IT problems in the organization

• List the four approaches in tackling SOA projects

• Identify which of the four approaches the project team at JK Enterprises is going to employ

Introduction

This exercise introduces you to the case study that you will be using in this and later exercises of this course. JK Enterprises is a fictitious company about to embark on a transformation to an SOA architecture.

In this exercise you are to review a document which describes the current state and business problems experienced by JK Enterprises.

You will be given a few possible approaches that the JK Enterprises project team may use to get started in the process of moving to a service-oriented architecture.

You are then asked a number of questions to test your understanding of the JK Enterprises case study.

Requirements

You are given the following document to read:

• Introduction to JK Enterprises case study

Note

The JK Enterprises case study can be found in Appendix A of the Student Exercise Guide.

Student Exercises


1-2 Getting Started with SOA © Copyright IBM Corp. 2005, 2007

Exercise instructions

Preface

• Read through the case study found in the document Introduction to JK Enterprises.

• Fill in your answers to the questions shown below.

Case study questions

__ 1. Describe the business problems that JK Enterprises are experiencing.

__ a. __________________________________________

__ b. __________________________________________

__ c. __________________________________________

__ d. __________________________________________

__ 2. List some of the IT problems found in JK Enterprises.

__ a. __________________________________________

__ b. __________________________________________

__ c. __________________________________________

__ d. __________________________________________

__ 3. Which is the first SOA implementation that the JK Enterprises project team has decided on?

__ a. __________________________________________

__ 4. List some of the expected business benefits from the above-mentioned first SOA implementation project.

__ a. __________________________________________

__ b. __________________________________________

__ 5. List the four approaches to implementing SOA.

__ a. __________________________________________

__ b. __________________________________________

__ c. __________________________________________

__ d. __________________________________________

__ 6. Which of these four approaches to implementing SOA has JK Enterprises decided to use?

__ a. __________________________________________

Student Exercises


© Copyright IBM Corp. 2005, 2007 Exercise 1. Introduction to the JK Enterprises case study 1-3

V4.1

EXempty Exercise review and wrap-up

The first part of the exercise looked at the JK Enterprises case study. You identified some of the business and IT challenges with the current state of the business. You reviewed what the project team had chosen for their first SOA implementation and the expected benefits from this first implementation.

Finally, you reviewed the approaches to SOA adoption and identified which approach JK Enterprises would use in the first SOA project implementation.

End of exercise

Student Exercises



Student Exercises


© Copyright IBM Corp. 2005, 2007 Exercise 2. Identify and apply SOA scenarios to the JK Enterprises 2-1

V4.1

EXempty Exercise 2. Identify and apply SOA scenarios to the JK Enterprises case study

What this exercise is about

This exercise, which can be conducted either individually or in a group, validates your understanding of SOA scenarios, their solution patterns and realization approaches.

You will review the outcome of service identification and design activity undertaken at JK Enterprises. You will then identify realization strategies for the services identified based on the solution patterns and IBM SOA foundation realizations presented in the lecture.

What you should be able to do

At the end of the exercise, you should be able to:

• Identify the scenarios that serves as starting points for SOA efforts at JK enterprises.

• Match the service identification technique used for each of the business processes defined in the JK Enterprises SOA adoption project

• For the JK enterprises case study, identify solution patterns and IBM SOA Foundation realization approaches pertaining to the service creation and business process management scenarios.

Introduction

In an earlier exercise you were introduced to the business problems faced by JK Enterprises. You also learned that the JK Enterprises project team chose the Account Open business process as the first SOA project.

In an earlier demonstration, you were presented with outcome of service identification and design activities. The following information has been given to you:

• Candidate services that have been identified as a result of performing service-identification activities specified in RUP for SOMA

• WebSphere Business Modeler was used for modeling account verification process and creating an optimized to-be process model

Student Exercises



• Rational Software Architect was used to identify and specify services based on RUP for SOMA guidance.

The JK Enterprises project team has decided to use the SOA scenarios to perform the realization of the services that were identified earlier.

Requirements

For this exercise, you will need to review the following demonstrations and lectures:

• Demonstration: Case study walk-through - Service identification and specification

• Lecture unit: SOA scenarios

Student Exercises



V4.1

EXempty Exercise instructions

Preface

Realistically, there are many realizations from the SOA scenarios that can be used to implement the candidate services identified for JK Enterprises. Since the complete list of realizations for all the SOA scenarios was not covered by the lecture, you are provided with the following information:

You have been given this additional information high-level information to guide you in your selection of SOA realizations for the services identified earlier. You will also need to pay particular attention to the information provided in the requirements section of this exercise.

Service creation

Service creation involves creating flexible, service-based business applications. The team must identify high-value existing IT assets and service-enable them for reuse. In cases where there are no in-house applications that can be service-enabled to fill identified gaps, the team will either develop new services from scratch or select services from third-party vendors. The solution must support the reuse of both CICS and SAP applications.

Business process management

Business process management is a discipline combining software capabilities and business expertise to accelerate process improvement and facilitate business innovation. One of the key requirements is to accelerate the account open process. To achieve this, the solution should support modeling the current process to eliminate redundancies.

Student Exercises



2.1. Where are you in the process?

In case you are not sure where to begin, here is a reminder of what you have covered so far in developing the JK Enterprises case study.

__ 1. You have been through the exercise of identifying and specifying candidate services using the RUP for SOMA methodology. At the end of this exercise, the layered SOA architecture was developed as shown in the figure below.

Your job is to realize or implement the serv ice components layer for each of these services . To do this, you will need to have an understanding of the solution patterns and realizat ions prov ided by the SOA scenarios and covered in an earlier lecture.

Note: The dotted lines between the services and the operat ional systems in the f igure indicate where the operational data for each service is found.

Student Exercises



V4.1

EXempty __ 2. The table below summarizes how the services that have been identified meet the JK Enterprises business challenges.

Student Exercises



__ 3. If you use solution patterns from the service creation and reuse SOA scenario, then the following table can be used as a decision guide to decide on the access pattern for a given use case.

Student Exercises



V4.1

EXempty 2.2. Apply your knowledge

As a team member of the JK Enterprises SOA transformation project, your input is required to help the organization by identifying the SOA scenario and possible solution patterns for each of the identified services.

__ 1. Based on your understanding of the JK Enterprises organization and the knowledge you have gained from earlier lectures and demonstrations, you should be able to complete the table below.

Student Exercises



__ 2. After completing the table above, you can also complete the figure shown below by filling in the service components layer.

Student Exercises



V4.1

EXempty Exercise review and wrap-up

In this exercise you applied what you have learned from the previous demonstrations and lectures in this class. You matched the service identification technique used for each of the business processes defined in the JK Enterprises SOA adoption project.

You also identified the SOA scenarios, solution patterns and IBM SOA Foundation realization approaches that could be used to implement the services identified in the JK Enterprises case study.

End of exercise

Student Exercises




© Copyright IBM Corp. 2005, 2007 Appendix A. JK Enterprises case study A-1

V4.1

EXempty Appendix A. JK Enterprises case study

JK Enterprises Account Open Project

“This is the third meeting I've had with the Portal support team this week,” reported Sandy, the Chief Technical Architect for JK Enterprises. We are continuing to suffer mounting issues with both our customer account on-boarding process and our multi-channel infrastructure across our business processes just to name a few. As expected, our support calls are rising with calls ranging from customers expressing concerns over price inconsistency across our channels to our corporate customers threatening to throw us out on our heels if we don't rapidly complete their projects and bring their business on-line immediately.”

As Sandy scans the room looking at her newly formed Account Open Project architect team, she takes in the events that have transpired over the past week. “We have got to get the Account Open Project moving forward and fast,” Sandy reinforces. “Our last quarter results show that our revenue and profits are continuing to decline. Our executives are counting on this project to align our business objectives to both our IT objectives and infrastructure and turn us around. Remember, team that we only have 6 months to design and execute on the pilot!” The Account Open Project is a direct strategy coming from the CIO's office and is a direct result of the major IT initiatives defined to align with and help facilitate JK Enterprises' business objectives.

To understand the road ahead for Sandy and her team, let's review the history and current situation at JK Enterprises in more details – looking at their successes along with the issues that are plaguing their company

JK Enterprises: The Corporation Now

Who is JK ENTERPRISES?

JK Enterprises is a premier supplier to retail, small business, and corporate customers with a rich heritage as a high touch retail company. They have been in business since the 1940s, have a well recognized brand, and have been winning in the marketplace with this high-touch approach to customers.

JK Enterprises has 900 Offices in 6 countries including corporate and sales offices, customer centers, and call and data centers. It has


A-2 Getting Started with SOA © Copyright IBM Corp. 2005, 2007

grown to a total of 11,000 employees through a mix of complementary acquisition and organic growth.

JK Enterprises' Customers

JK Enterprise targets three primary market segments - retail, small and medium businesses (SMB) and corporate. The retail segment generates the majority of the revenue but, is the least profitable. The SMB segment is a new focus area for JK Enterprises but growth has been slow due to both a lack of IT infrastructure required to support the segment and the need to produce products targeted specifically at this segment. Finally, with the latest acquisition of Jensen Incorporated, JK's corporate segment has increased and currently is the most profitable.

JK Enterprises Challenges

Though, JK Enterprises is successful, they are plagued with several issues that are preventing them from maximizing profits. JK Enterprises Customer Account On-boarding process is poorly designed inhibiting their ability to bring new customers onboard. In addition, JK Enterprises' sales channels are inconsistent across market segments. As a result, bringing new customers onboard has delayed and keeping existing customers loyal remains a problem.

Looking at the root problems with the Account On-boarding process, we see that in 2000 JK Enterprises acquired Jensen Incorporated and in turn acquired a huge high-end corporate customer base. JK Enterprises had little experience with this market segment and thought they could easily absorb these new customers into their existing organization easily. In reality, they found that most corporate customers were unwilling to use the traditional web channels, needed custom interfaces and demanded that JK systems interfaced directly with their systems. To appease the corporate customers, JK ended up keeping most of the heterogeneous systems and bringing on a new corporate customer meant custom IT work. This has resulted in a rise in IT costs along with a reduction and delay of profits.

JK Enterprises' customers expect consistency across sales channels which include the web, storefront, customer call centers and distributors. Corporate and SMB customers use all but the storefront while retail customers use all but the distributors. Across the customer base, price inconsistencies and varied user experiences have been problematic – the web does not reflect sales and promotional items seen in the storefronts and as items go on sale in the storefronts, the corporate and SMB prices do not reflect these changes.

The structure of JK Enterprises Information Technology (IT) organization and its environment perpetuate these problems. The IT



V4.1

EXempty organizations act in silos using 40 plus different development tools and a wide array of applications across multiple platforms. The organization lacks an end-to-end development methodology as well as governance processes to support the re-use of components or services across the organization.

Figure 1. JK Enterprises Current IT environment

Specific Business Problems in the Account Opening process

Opening an account is one of the key business processes that are in need of improvement and automation. This process covers four different functions in the business: Customer service, account application, account verification, and account activation.

The key issues for each business function:

Customer service issues are:

– Account application processing delays: Customers want to use their accounts as soon as possible.

– Account status is unavailable while the account is being set up: The business cannot answer customer queries about how the account application is progressing.



Account application issues are:

– Complex application forms

– Different format and information required for applications for different products, when they could use the same format.

– Errors due to re-keying of information. Information is re-keyed from paper applications as well as between different, disconnected systems.

– Lack of single customer view. There are multiple systems that include customer and account information at the company. The primary system is an operational CRM, which is considered to be the master source of data for customer name, address and relationship information.

Account verification issues are:

– No single, consistent view of the customer

– Too many customer applications are declined because of different regional credit scoring policies.

– Credit checks are faxed or called in to the credit checking agency. This takes too long and is too expensive.

– Too many applications are referred for credit checks.

Account activation issues are:

– Manual updates to multiple systems are required to activate the account. The data is re-keyed into the ERP system, a data warehouse and billing system.

The Solution – Putting the Pieces Together

JK Enterprises is on the helm of a transformation. JK Enterprises understands the key problems that are inhibiting them from reaching their goals and has asked IBM to help them plan and implement this transformation using Service Oriented Architecture (SOA) and IBM's proven methods. With the flexibility and interoperability that SOA provides, JK Enterprises will be able to enable change and marry both business and IT together effectively to transform and increase the value of their company.

Revolution through SOA Adoption

JK Enterprises' decision to adopt SOA was driven by the need to improve business agility and flexibility - providing the ability to respond quickly to new business opportunities and competitive threats.



V4.1

EXempty To achieve this goal, JK must transform into a componentized enterprise by defining business services and then by building an infrastructure that enables reusable business services to be accessed in a consistent fashion from any channel and any part of the business. This platform must be measurable, not only technically but also with business level metrics.

JK is aware that this is a huge effort and presents many challenges such as what are the best way to create services for re-use across the organizations and what are the best practices for governing these services. However, with the support of their partners from IBM, JK is confident that they can successfully transform their enterprise.

Figure 2. JK Enterprises componentized architecture

Leading the Charge – The Account Open Project

The Account Open Project is JK Enterprises' first SOA implementation. The project focuses on optimizing the account opening and verification steps across all of their market segments and supporting this function across all channels. The resulting process will significantly reduce the time required to onboard a new customer bringing in revenue faster and improving the bottom line. In addition, because the process is shared across channels, it will enforce a consistent experience resulting in improved customer satisfaction.

As part of the project, additional services will be designed and implemented to support information integration, interaction and collaboration, human task management and business rules to name a few – these new services will supplement the enterprise services already in place to support the Account Open process.

At the core of the project is the application of Service Oriented Architecture (SOA). SOA refers to a way of designing and running the software portion of an information technology infrastructure so that it



supports the various individual and interrelated functions that are needed to operate a particular enterprise. The SOA approach breaks down a company's business tasks (such as checking customer credit or opening a new bank account) and the underlying IT into reusable components or “services." These services can be combined and recombined as clients' business needs change.

There are four approaches to implementing SOA. Each of them are steps can build on each other leading to the fourth level - enterprise-level adoption.

1. SOA-related technology adoption focuses on an SOA-related technology project, such as web services or BPEL implementation.

2. SOA preliminary deployment or pilot project which transforms a single business process such as account opening into a SOA environment

3. Business solutions adoption which addresses a company's specific business problem usually within a process or business component

4. Enterprise adoption or transformation where there is a large scale adoption that integrates business and IT at the enterprise level

The Account Open Project will be employing the second approach to SOA focusing on the “Account Open” process along with supporting infrastructure such as security and governance measures. The team will commit to implementing the account open pilot project in 6 months and then will report back to the CIO office to assess and define the next phase for JK Enterprises to reach its long-term goal of transforming their entire business through SOA.

V4.1

backpgBack page

��®

Documents

TEMA2 UHZFO Ws007 Student Exercises